HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
1-Year Return
20.2%
This Quarter Return
-1.28%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$886M
AUM Growth
-$76.4M
(-7.9%)
Cap. Flow
-$39.9M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
24.38%
Holding
643
New
54
Increased
173
Reduced
279
Closed
101
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$36.5M |
| 2 |
SPDR Gold Trust
GLD
|
+$23.4M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$8.5M |
| 4 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$8.39M |
| 5 |
iShares Russell Top 200 Value ETF
IWX
|
+$6.4M |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$18.9M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$18.7M |
| 3 |
iShares MSCI Canada ETF
EWC
|
+$11.9M |
| 4 |
iShares MSCI Netherlands ETF
EWN
|
+$9.89M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$9.26M |
Sector Composition
| 1 | Technology | 13.09% |
| 2 | Healthcare | 5.43% |
| 3 | Financials | 5.13% |
| 4 | Industrials | 4.75% |
| 5 | Communication Services | 3.98% |
